Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
643 Views
Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
264 Views
International Compass
Top-down and bottom-up technicals continue to articulate a bullish global outlook. However a big rotation is underway. The "anti-reflation" call...
520 Views
Toray--Not a Buy Despite Low Valuations
Toray's share price has been weak ever since it announced FY16 results on May 10th, despite both results and FY17 outlook being largely in line...
204 Views
Japanese Chemicals: Chinese Policy Threatens Petrochemical Spreads
Spreads for many petrochemical products, including ethylene itself, were strong from the beginning of FY16, in part because of extended trouble at...
311 Views